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Triton Gains On Q2 Earnings Beat; Declares Dividend

Triton Gains On Q2 Earnings Beat; Declares Dividend

Triton第二季度收益節節攀升；宣佈派息
Benzinga Real-time News ·  2022/07/28 11:30
  • Triton International Ltd (NYSE:TRTN) reported second-quarter FY22 total leasing revenue growth of 14% year-over-year to $421.61 million, marginally beating the consensus of $421.57 million.
  • Adjusted EPS improved to $2.92 compared to $2.14 in 2Q21, beating the consensus of $2.65.
  • The company stated that Container utilization remains exceptionally high. Utilization averaged 99.4% in Q2, and ending utilization was 99.3% as of July 26, 2022.
  • The trading margin declined by 40.3% Y/Y to $6.4 million in the quarter.
  • The operating income increased by 18% Y/Y to $269.75 million, and the margin expanded by 217 bps to 63.9%.
  • Triton generated cash from operating activities year-to-date totaled $1.04 billion, compared to $613.32 million a year ago.
  • Dividend: TRTN declared a quarterly cash dividend of $0.65 per common share, payable on September 22, 2022, to shareholders of record on September 8, 2022.
  • Triton repurchased 1.8 million common shares during the quarter and another 0.9 million common shares through July 26, 2022.
  • "While we anticipate that market conditions will continue to moderate, we expect our cash flow, profitability, and Adjusted return on equity will remain very high throughout the year and into the longer term. For the third quarter, we expect our Adjusted net income per share will remain in line with our very strong second quarter results, excluding the extra benefits to our disposal gains," commented CEO Brian M. Sondey.
  • Price Action: TRTN shares are trading higher by 6.60% at $63.94 on the last check Thursday.
  • Triton國際有限公司(紐約證券交易所股票代碼：TRTN)公佈，2012財年第二季度總租賃收入同比增長14%，達到4.2161億美元，略高於市場普遍預期的4.2157億美元。
  • 調整後的每股收益從2011年第二季度的2.14美元提高到2.92美元，超過了2.65美元的共識。
  • 該公司表示，集裝箱利用率仍然非常高。第二季度的平均利用率為99.4%，截至2022年7月26日的最終利用率為99.3%。
  • 本季度交易保證金同比下降40.3%，至640萬美元。
  • 營業收入同比增長18%，達到2.6975億美元，利潤率增長217個基點，達到63.9%。
  • 今年到目前為止，Triton從經營活動中產生的現金總額為10.4億美元，而去年同期為6.1332億美元。
  • 分紅：TRTN宣佈季度現金股息為每股普通股0.65美元，於2022年9月22日支付給2022年9月8日登記在冊的股東。
  • Triton在本季度回購了180萬股普通股，截至2022年7月26日又回購了90萬股普通股。
  • 首席執行官布萊恩·M·桑迪評論説：“雖然我們預計市場狀況將繼續放緩，但我們預計我們的現金流、盈利能力和調整後的股本回報率將在全年和更長時間內保持非常高的水平。對於第三季度，我們預計調整後的每股淨收入將與我們非常強勁的第二季度業績保持一致，不包括我們出售收益的額外好處。”
  • 價格行動：TRTN股價週四最後一次上漲6.60%，至63.94美元。
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